Are you an ambitious Trainee or Experienced Paraplanner? Do you have experience working in an IFA environment with an appetite to learn and develop? Are you keen to deepen your knowledge of this growing sector?
If so, please get in touch with us today!
Our client, a highly regarded, established and very reputable firm of Chartered Financial Planners, is looking for a new member of their team, ideally working towards or completed their Level 4 Diploma.
The post holder will be liaising with the Chartered Financial Planners and Administration team to ensure that work is completed in accordance with company procedures. Strong communication with clients throughout the advice process, helping to manage the client relationship. You will also be performing analysis on client’s investment portfolios, designing bespoke wealth management solutions to meet your client’s objectives and goals, so excellent attention to detail and accuracy is key.
You will have effective time management, prioritising and taking proactive responsibility for your own workload. You will have proficient IT skills with the ability to learn and use various back-office systems and platforms.
In return our clients offer an incredibly friendly working environment where you will be treated as an integral team member from day one without the usual office politics often associated with larger businesses.
Please apply by providing a recent and relevant CV and we promise to get back to you.
*Hooray is acting as an agency on behalf of the client for this position.
*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.
*DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C’s APPLY!